Lloyds Metals FY26: ₹17,306 Cr revenue, 100% dividend

Lloyds Metals posts FY26 jump in income and profit

Lloyds Metals and Energy Limited reported a strong set of consolidated numbers for the quarter and year ended March 31, 2026, alongside several board-level capital allocation and expansion decisions. For FY26, consolidated total income came in at ₹17,306.40 crore, up from ₹6,774.76 crore in the previous year. Profit after tax for the year stood at ₹3,828.64 crore. Along with the results, the board recommended a 100% final dividend and approved debt fundraising through non-convertible debentures. The company also outlined a step to broaden its international mining footprint through a Papua New Guinea entity linked to the Panguna Mine. Separately, it notified exchanges about governance and shareholder-process updates such as postal ballot voting results and a special window for physical share transfer requests. The disclosures were made through stock exchange filings, with BSE cited as a source.

FY26 financial performance: income rises to ₹17,306.40 crore

For the financial year ended March 31, 2026, Lloyds Metals reported consolidated total income of ₹17,306.40 crore compared with ₹6,774.76 crore in the previous year. The company reported consolidated profit after tax of ₹3,828.64 crore for FY26. The filing linked the increase in profitability to operational performance across its core mining and steel segments, without providing additional segment-level FY26 audited breakup in the provided text. The FY26 numbers were positioned as a record performance by the company. The disclosures refer to the quarter and year ended March 31, 2026, but the provided data points are stated at the annual consolidated level.

Board recommends 100% final dividend, subject to AGM approval

Following the FY26 performance, the Board of Directors recommended a final dividend of 100%. The company clarified that this translates to Re. 1 per share on equity shares having a face value of Re. 1 each. The dividend proposal is subject to shareholder approval at the forthcoming Annual General Meeting. No record date or dividend payment date was provided in the supplied text. The announcement places the dividend recommendation alongside other capital allocation decisions such as debt issuance approvals.

Debt fundraising: ₹700 crore NCD issue and ₹2,500 crore enabling approval

To support capital requirements and expansion plans, the board approved issuance of non-convertible debentures aggregating up to ₹700 crore on a private placement basis. In addition, the board granted enabling approval for a larger NCD issuance of up to ₹2,500 crore, to be raised in one or more tranches. The filings also referenced board and committee meeting schedules that included consideration of fundraising through debt issuance. The text does not specify coupon, tenure, security, or use-of-proceeds beyond general capital and expansion needs.

Papua New Guinea move: stake acquisition via Lloyds Global Resources FZCO

Lloyds Metals said it is acquiring an equity stake in Lloyds Panguna Metals and Energy Limited (LPMEL) in Papua New Guinea through its wholly-owned subsidiary Lloyds Global Resources FZCO. LPMEL is described as a dedicated project vehicle to pursue a long-term cooperation and mining agreement relating to the Panguna Mine. The Panguna Mine is located in the Autonomous Region of Bougainville. The company positioned the move as part of a strategy to secure new resource assets and expand global mining operations. The supplied text does not quantify the stake size being acquired or the consideration amount for the LPMEL transaction.

Investor communication: Q4FY26 earnings call scheduled for May 6

Lloyds Metals scheduled an earnings conference call for investors and analysts on Wednesday, May 6, 2026 at 3:30 PM IST to discuss audited financial results for the quarter and year ended March 31, 2026. The call is to be hosted by Equirus Securities. The company said the format would include a brief management discussion followed by an interactive Q&A. Management participants named were Rajesh Gupta (Managing Director), Riyaz Shaikh (Chief Financial Officer), S.K Naredi (Director Finance), and Chintan Mehta (Chief Investment Officer). The company stated the announcement was communicated to BSE (Scrip Code: 512455) and NSE (Symbol: LLOYDSME) on April 29, 2026, and that additional details would be available on its website (www.lloyds.in).

Other filings: postal ballot results and board meeting intimations

The text also notes that Lloyds Metals submitted a copy of the scrutinizer’s report for a postal ballot and informed the exchange about voting results. It further mentions board meeting intimation for a board meeting scheduled on Tuesday, May 5, 2026. In addition, it references a committees-of-the-board meeting scheduled on April 29, 2026, including consideration and approval of fundraising by way of issuance of debt. The supplied excerpt does not include the postal ballot agenda or voting outcome figures.

SEBI-led shareholder process: special window for physical share transfers

Lloyds Metals announced a special window for shareholders to re-lodge physical share transfer requests. The window runs for one year, from February 5, 2026 to February 4, 2027. The company cited SEBI Circular No. HO/38/13/11(2)2026-MIRSD-POD/I/3750/2026 dated January 30, 2026 as the basis for the facility. It also stated that newspaper advertisements were published on April 11, 2026 in Business Standard (English) and Navrashtra Times (Marathi). The filing said shareholders can refer to details on the company’s website (www.lloyds.in).

Stock snapshot and return data cited in the update

The supplied text includes market data points and historical return figures for Lloyds Metals & Energy. It shows the stock at ₹1,783.80 with a change of -13.70 (-0.76%) and 1-year returns of +45.06%. A separate table lists returns as: 1 day -0.76%, 5 days +3.09%, 1 month +28.49%, 6 months +35.34%, 1 year +45.06%, and 5 years +216.67%. It also cites a “Last Close Price” of ₹1,750.95, an average target price of ₹1,722.86, and a spread to average target of -1.60%. These figures are presented in the supplied content without additional context on the date of the “last close” reference.

Key facts at a glance

Timelines and compliance points mentioned

Why the announcements matter for investors

The FY26 income and profit numbers, combined with the proposed final dividend, indicate the company’s stated confidence in its financial position for the year ended March 31, 2026. The NCD approvals, including the ₹700 crore issuance and the broader ₹2,500 crore enabling resolution, signal planned funding flexibility through debt markets. The Papua New Guinea initiative introduces an international project pathway tied to the Panguna Mine via an identified project vehicle, LPMEL. The scheduled earnings call provides a formal forum for investors and analysts to question management about audited Q4 and FY26 results and related board actions. And the special window for re-lodgement of physical share transfers is a process-driven update aligned to a SEBI circular, relevant for shareholders still holding physical certificates.

Conclusion

Lloyds Metals ended FY26 with consolidated total income of ₹17,306.40 crore and profit after tax of ₹3,828.64 crore, and its board paired the results with a 100% final dividend recommendation and debt fundraising approvals. The company also outlined a Papua New Guinea-linked acquisition structure to pursue a long-term arrangement around the Panguna Mine. Near-term, investor focus is likely to be on the May 6, 2026 earnings call for additional colour on the audited numbers and the execution pathway for the dividend, NCD issuance, and overseas expansion steps.